Peter Levine

Equity Analyst, Evercore

· tracked since May 2026

Calls 1 1 Posts tracked · 0.1/day

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OKTA long +17.5%

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Most Mentioned

OKTA ×1

Recent Calls

OKTA long 6 days ago

Win Rate 100% Long 1 Short 0

Win Rate

7d —

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Average Return +17.5% Long Return +17.5% Short Return -

Average Return

7d —

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Ticker

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Opened

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P&L

Thesis

Theme

Source

OKTA Okta, Inc. Okta, Inc.

Long

May 28

$103.00

+17.5%

Okta central to AI identity security

Okta is well-positioned as the central identity security platform for the AI era. Every AI agent and copilot needs authentication and governance, and Okta's RPO (remaining performance obligations) ticked higher for the first time in several quarters, indicating improving sales execution. The company's conservative guidance leaves room for upside.

NatSec

YOUTUBE

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